See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,036 | $144,119-61.1% | $117,854-52.5% | $147,584-62.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 8.81% | 531.15%-522.3pp | 335.08%-326.3pp | 578.55%-569.7pp |
| Employer contribution / active EE | $827 | $4,896-83.1% | $3,786-78.2% | $4,876-83.0% |
| Participant deferral / active EE | $2,089 | $5,316-60.7% | $4,482-53.4% | $5,439-61.6% |
| Admin fee / account holder | $6,092 | $10,886-44.0% | $8,020-24.0% | $10,885-44.0% |